Employee Relationship Task - Create - Step 3 - Co-Planners

Use the Co-Planners page to determine the co-planner for the assessors. For co-planners, whatever positions are included in the assessor's task also appear for the co-planner when viewing the task. Adding and allowing co-planners is optional. Default co-planners are assigned to each task on a nightly basis, but the assignment is a one-time assignment; if new users are added to the task after the initial assignment, default co-planners are not assigned to the newly added users.

To create a Succession Management Planning (SMP) task, go to Admin > Tools > Succession Management > Tasks. Then, click the Add SMP Task link.

Allow assessors to add or remove co-planners within their tasks

To enable assessors within the task to add or remove co-planners, select the Allow assessors to add or remove co-planners within their tasks option.

Allow assessors to assign specific assessees to each co-planner

To assign specific assesses to each co-planner, select the Allow assessors to assign specific assessees to each co-planner option.

Note: If co-planners are enabled for the task, be aware that co-planners must have the Succession - Succession User Search permission in order to search for and add potential successors.

Add Co-planner

Adding co-planners is optional.

To add a co-planner:

  1. Click the plus icon next to Default Co-Planners. The Add-Co-Planner pop-up opens.Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the assessors are able to select their own co-planners.

  2. Click the Co-Planner field to select specific co-planners.

  3. Click the Availability drop-down to set the availability for the co-planner by OU. The selected co-planner is set as the co-planner for all assessors within the corresponding availability.

  4. Click Save.

Default co-planners appear in the Default Co-Planners section. You can add, edit or delete co-planners by selecting the appropriate icon in the Options column on the Define Succession Task page.

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